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Patrick Mccallum

Strategic Advisers LLC

Grand Blanc, MI

Linden, MI

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

10811 S Saginaw St, Grand Blanc, MI 48439-2706 • United States

Linden, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Birmingham MI 01/2015 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2015 → Present
    Fidelity Brokerage Services Llc
    Birmingham, MI
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Grand Blanc, MI
    Linden, MI
  • 2015-01-21 → 2018-07-13
    Strategic Advisers Llc
    Birmingham, MI
    Troy, MI
  • 2012-08-09 → 2015-01-05
    Edward Jones
    Maryland Heights, MO
    Marysville, MI
    New Baltimore, MI
    Maryland Heights, MO
Other Businesses

OBA-119797|OrgNmn:Self Employed Musician|Org Addr:Linden,Michigan,US|OBA Nature:Musical Group|Invst Rel:N|Title:Guitar Player / Musician|Duties:Play Live Music 1-2 Times Per Month|StrtDt:07-18-25|TotHrs/mon:6|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-08
  • S66 Uniform Combined State Law Examination
    2012-08-08
Other Names
  • Patrick J Mccallum
  • Patrick Joseph Mccallum

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Grand Blanc, MI
LPL FINANCIAL LLC · GRAND BLANC, MI
EDWARD JONES · GRAND BLANC, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Grand Blanc, MI
AMERIPRISE FINANCIAL SERVICES, LLC · GRAND BLANC, MI
MAINSTAY CAPITAL MANAGEMENT, LLC · GRAND BLANC, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Grand Blanc, MI
CG ADVISORY SERVICES · Grand Blanc, MI

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